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Financial Advisor - Bluespring Wealth Partners - Rodgers & Associates
Kestra
Lancaster, PA
Category
Operations
Apply for Job
Job Description
Bluespring Wealth Partners is seeking a Financial Advisor to join their team. The ideal candidate will have experience in comprehensive financial planning, strong organizational and communication skills, and a commitment to fiduciary excellence.
Requirements
Preparing, presenting, and implementing financial plans
Conducting quarterly client review meetings
Providing a high level of service to existing and prospective clients
Reviewing portfolios and investment allocations
Placing trades to implement investment allocations and strategies
Recommending tax-efficient investment and retirement withdrawal strategies
Writing articles for the Rodgers & Associates blog
Presenting financial education seminars to clients and prospective clients
Benefits
Competitive pay and benefits
401(k), health insurance, and a competitive benefits package
Tuition reimbursement for qualified expenses
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